Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robert Bosecker is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Stifel, Nicolaus & Company, Inc. and previously held positions at Wells Fargo Clearing Services, LLC, Park Avenue Securities LLC, J.P. Morgan Securities LLC, J.P. Morgan Clearing Corp., BANC of America Securities LLC, NationsBanc Montgomery Securities LLC, and Morgan Stanley & Co., Incorporated. Mark offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Mark has a Series 7, Series 63, and SIE license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/29/2022 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
NY
05/15/2019 - 04/12/2022
WELLS FARGO CLEARING SERVICES, LLC (PURCHASE NY)
NY
09/26/2016 - 09/18/2017
PARK AVENUE SECURITIES LLC (TARRYTOWN NY)
NY
08/04/2000 - 05/28/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/04/2000 - 12/31/2008
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
09/11/1998 - 02/08/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NA
08/04/1998 - 08/26/1998
NATIONSBANC MONTGOMERY SECURITIES LLC
NY
02/09/1998 - 08/07/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 08/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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